Optimum Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Optimum Investment Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,200	Closed	-$86.8K	–	654
2023 Q3	$86.8K	Hold	1,200	–	–	0.04%	285
2023 Q2	$90.3K	Hold	1,200	–	–	0.04%	286
2023 Q1	$92.1K	Sell	1,200 -2,100	-64%	-$159K	0.05%	278
2022 Q4	$245K	Hold	3,300	–	–	0.13%	164
2022 Q3	$242K	Hold	3,300	–	–	0.13%	168
2022 Q2	$256K	Buy	3,300 +1,200	+57%	+$94.1K	0.13%	161
2022 Q1	$172K	Hold	2,100	–	–	0.07%	232
2021 Q4	$184K	Hold	2,100	–	–	0.07%	238
2021 Q3	$188K	Sell	2,100 -900	-30%	-$81.5K	0.08%	227
2021 Q2	$270K	Sell	3,000 -600	-17%	-$53.6K	0.08%	213
2021 Q1	$319K	Sell	3,600 -2,350	-39%	-$213K	0.09%	201
2020 Q4	$552K	Hold	5,950	–	–	0.17%	127
2020 Q3	$556K	Hold	5,950	–	–	0.19%	122
2020 Q2	$554K	Buy	5,950 +250	+4%	+$22.9K	0.19%	121
2020 Q1	$509K	Hold	5,700	–	–	0.21%	120
2019 Q4	$497K	Buy	5,700 +550	+11%	+$48.2K	0.15%	161
2019 Q3	$453K	Buy	+5,150	New	+$450K	0.14%	166

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Optimum Investment Advisors's BIV Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 1,200 shares — an estimated $86.8K sold.

Optimum Investment Advisors first reported a position in BIV in Q3 2019 and held it in 17 quarters. The position peaked at $556K in Q3 2020. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Optimum Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,200 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $86.8K.
Optimum Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 17 quarters.
Optimum Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $556K in Q3 2020.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.